INDEX:

4:37 - Potential Cutbacks in Greenbushes Production Raises Questions for Albemarle and Arcadium

8:14 - Evaluating Sayona: Does James Brown have another Altura on his hands?

14:07 - Evaluating Future Lithium Prices: OEMs' Hedging Opportunities and Reinvestment Economics

18:55 - Macro Insights: Elections, Global Investments, and EV Sales Trends Influence Market Sentiment

20:09 - Frustration Mounts as Lithium Market Dynamics Lean Towards China Dominance

21:02 - Geopolitical Shifts and Lithium Prices: Analyzing the Road to $50 per Kilowatt Hour Batteries

23:55 - The Puzzle of Low-Priced EVs: Geopolitical Factors and Subsidies Examined

25:18 - North American Lithium Triangle: Partnerships and Projects Drive Industry Growth

27:08 - Anticipation Builds: Potential Market Correction with Albemarle's Greenbushes Decision

#lithium #tesla #electricvehicles 

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NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein